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Salesforce
CRM

Overview Fund Activity

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$501M
2
ClearBridge Investments
ClearBridge Investments
New York
+$457M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
4
FCM
Farallon Capital Management
California
+$281M
5
Morgan Stanley
Morgan Stanley
New York
+$228M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$441M
2
Jennison Associates
Jennison Associates
New York
-$277M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
4
Tiger Global Management
Tiger Global Management
New York
-$271M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1201
Hengehold Capital Management
Ohio
$358K – – –
MWP
1202
MYCIO Wealth Partners
Pennsylvania
$357K -$51.1K -314 -13%
HT
1203
Heritage Trust
Oklahoma
$357K -$36.8K -226 -9%
JIM
1204
Jupiter Investment Management
United Kingdom
$357K +$357K +2,200 New
SWA
1205
Sutton Wealth Advisors
Florida
$356K -$651 -4 -0.2%
PFS
1206
Prospera Financial Services
Texas
$356K +$20K +123 +6%
CPIG
1207
Chicago Partners Investment Group
Illinois
$355K +$86.1K +471 +32%
SVCP
1208
Silicon Valley Capital Partners
California
$350K -$53.3K -328 -13%
P
1209
&Partners
Tennessee
$345K – – –
TFGT
1210
TS Financial Group (TSFG)
Illinois
$344K -$41.5K -255 -11%
GLA
1211
Great Lakes Advisors
Illinois
$343K -$1.67M -10,303 -83%
HA
1212
Harfst & Associates
Wyoming
$343K -$7.31K -45 -2%
GC
1213
Gilbert & Cook
Iowa
$342K +$36.1K +222 +12%
MA
1214
Mutual Advisors
Nebraska
$342K +$342K +2,103 New
DIM
1215
Delta Investment Management
California
$340K +$340K +2,095 New
ST
1216
Smithfield Trust
Pennsylvania
$336K -$4.89K -30 -1%
CWM
1217
Cornerstone Wealth Management
Missouri
$336K +$61.4K +378 +22%
AF
1218
Allworth Financial
California
$335K – – –
PCG
1219
Private Capital Group
Connecticut
$335K +$14.1K +87 +4%
CWA
1220
Clarity Wealth Advisors
California
$335K +$335K +2,063 New
RPC
1221
Rossmore Private Capital
Connecticut
$334K – – –
Fayez Sarofim & Co
1222
Fayez Sarofim & Co
Texas
$334K +$334K +2,053 New
NAM
1223
North American Management
Massachusetts
$333K – – –
JHP
1224
James Hambro & Partners
United Kingdom
$333K – – –
AMC
1225
Asset Management Corp
Illinois
$333K +$333K +2,050 New
47 48
49
50 51